Research educational finance court cases using the following resources to get started:
Access to Quality Education - Public Advocates
SchoolFunding.Info – a project of the Center for Educational Equity
Select a case in which you can observe the impact in your own school district.
I’m using:
Case Name: San Antonio Independent School District v. Rodriguez
Case Citation: San Antonio Independent School Dist. v. Rodriguez, 411 U.S. 1, 93 S. Ct. 1278, 36 L. Ed. 2d XXXXXXXXXX)
Create a video of no more than 3 minutes that presents the case using the case
ief format you used for Wk 3 Discussion 1. Include the case details, and then discuss the implications of this case in your own school district.
Submit a link to your video.
F-195 TABLE OF CONTENTS
Fiscal Year XXXXXXXXXX
Detail of Outstanding Bonds DS4
Revenue Worksheet: Local Excess Levies and Timber Excise Tax DS3
Summary of Capital Projects Fund CP1
Capital Projects Fund Budget
Revenues and Other Financing Sources DS2
Summary of Associated Student Body Fund ASB1
Long-Term Financing: Condition Sales Contract TVF4
Summary of Debt Service Fund DS1
Debt Service Fund Budget
Transportation Vehicle Fund Budget
Long-Term Financing: Conditional Sales Contracts CP9
Revenue Worksheet: Local Excess Levies and Timber Excise Tax TVF3
Summary of Transportation Vehicle Fund TVF1
Salary Exhibit: Classified Employees CP8
Revenue Worksheet: Local Excess Levies and Timber Excise Tax CP5
Revenues and Other Financing Sources CP3
Salary Exhibt: Certificated Employees CP7
Description of Projects CP6
Summary of General Fund GF2
Enrollment and Staff Counts GF1
Expenditure by Program GF8
Revenues and Other Financing Sources GF4
Financial Summary Budget Summary
Budget and Excess Levy Certification Certification Page
Associated Student Body Fund Budget
General Fund Budget
Budget and Excess Levy Summary Fund Summary
Revenue Worksheet: Local Excess Levies and Timber Excise Tax GF13
Activity Summary GF11
Certificated/Classified Staff Counts by Activity GF15
Long-Term Financing: Conditional Sales Contract GF14
Objects of Expenditure GF10
Program Matrices GF9-XX
Program Summary by Object of Expenditure GF9
Salary Exhibits: Classified Employees GF9-301-XX
Salary Exhibits: Certificated Employees GF9-201-XX
REPORT TITLE PAGE NUMBER
Run: 7/10/2018 12:52:28 PM
Port Townsend School District No.050
FY XXXXXXXXXX
Form F-195 Fund SummaryPage 1 of 1
002,750,000XXXX3,880,000
00000
00003,880,000
63,500543,1531,535,309340,7901,039,030
213,0008,229,0001,270,000328,0001,200,000
-149,500-7,685,847265,30912,790-160,970
000XXXX0
0117,8750XXXX0
250,0008,229,0002,556,075268,61018,004,826
100,500661,0282,821,384281,40017,843,856
Net excess levy amount for 2019 collection
after rollback
Rollback mandated by school district Board
of Directors 1
Excess levies approved by voters for 2019
collection
Ending Total Fund Balance
Beginning Total Fund Balance
Excess of Revenues/Other Financing Sources
Ove
(Under) Expenditures and Other
Financing Uses
Other Financing Uses (G.L. 535)
Other Financing Uses--Transfers Out (G.L.
536)
Total Appropriation (Expenditures)
Total Revenues and Other Financing Sources
Transportation
Vehicle Fund
Capital
Projects Fund
Debt Service
Fund
Associated
Student Body
FundGeneral Fund
BUDGET AND EXCESS LEVY SUMMARY
1/ Rollback of levies needs to be certified pursuant to RCW XXXXXXXXXXPlease do NOT include such resolution as part of this document.
Run: 7/10/2018 12:52:29 PM
Port Townsend School District No.050
GENERAL FUND FINANCIAL SUMMARY
FY XXXXXXXXXX
Form F-195 Budget SummaryPage 1 of 2
16.112,899, XXXXXXXXXX,435, XXXXXXXXXX,393,474
36.596,588, XXXXXXXXXX,084, XXXXXXXXXX,386,871
XXXXXXXXXX,004, XXXXXXXXXX,417, XXXXXXXXXX,056,597
8.831,590, XXXXXXXXXX,502, XXXXXXXXXX,347,364
4.08734, XXXXXXXXXX, XXXXXXXXXX,253
15.882,859, XXXXXXXXXX,323, XXXXXXXXXX,344,071
9.191,655, XXXXXXXXXX,280, XXXXXXXXXX,446,486
62.0111,164, XXXXXXXXXX,570, XXXXXXXXXX,214,424
XXXXXXXXXX,004, XXXXXXXXXX,417, XXXXXXXXXX,056,597
23.874,296, XXXXXXXXXX,608, XXXXXXXXXX,490,307
0.0814, XXXXXXXXXX, XXXXXXXXXX,625
4.61830, XXXXXXXXXX,395, XXXXXXXXXX,292
7.031,265, XXXXXXXXXX, XXXXXXXXXX,864
XXXXXXXXXX
3.06550, XXXXXXXXXX, XXXXXXXXXX,437
16.472,965, XXXXXXXXXX,718, XXXXXXXXXX,593,015
XXXXXXXXXX
44.898,082, XXXXXXXXXX,364, XXXXXXXXXX,348,057
1,039,030667,009913,035
1,200,000775,000750,431
18,004,82616,417,83215,056,597
17,843,85616,309,84115,219,201
XXXXXXXXXX
XXXXXXXXXX
1,158.001,113.801,147.42
Classified Salaries
Certificated Salaries
EXPENDITURE SUMMARY BY OBJECTS
Total - Activity Groups
Central Administration
Building Administration
Other Supportive Activities
Teaching Support
Teaching Activities
EXPENDITURE SUMMARY BY
ACTIVITY GROUPS
Total - Program Groups
Support Services
Community Services
Other Instructional Programs
Compensatory Education
Skill Center Instruction
Vocational Instruction
Special Education Instruction
Federal Stimulus
Regular Instruction
EXPENDITURE SUMMARY BY PROGRAM
GROUPS
Total Ending Fund Balance
Total Beginning Fund Balance
Total Expenditures
Total Revenues and Other
Financing Sources
FINANCIAL SUMMARY
FTE Classified Employees
FTE Certificated Employees
Total K-12 FTE Enrollment
Counts
ENROLLMENT AND STAFFING
SUMMARY
Run: 7/10/2018 12:52:29 PM
Port Townsend School District No.050
GENERAL FUND FINANCIAL SUMMARY
FY XXXXXXXXXX
Form F-195 Budget SummaryPage 2 of 2
XXXXXXXXXX,004, XXXXXXXXXX,417, XXXXXXXXXX,056,597
0.91164, XXXXXXXXXX, XXXXXXXXXX,633
0.2138, XXXXXXXXXX, XXXXXXXXXX,855
18.453,322, XXXXXXXXXX,261, XXXXXXXXXX,978,244
5.46983, XXXXXXXXXX, XXXXXXXXXX,702
22.264,008, XXXXXXXXXX,545, XXXXXXXXXX,352,819
Total - Objects
Capital Outlay
Travel
Purchased Services
Supplies, Instructional
Resources and Noncapitalized
Items
Employee Benefits and Payroll
Taxes
Run: 7/10/2018 12:52:30 PM
Port Townsend School District No.050
FY XXXXXXXXXX
Form F-195 GF1Page 1 of 1
XXXXXXXXXX
XXXXXXXXXX
1,158.001,113.801,147.42
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
1,056.001,011.801,044.11
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
XXXXXXXXXX
2. General Fund FTE Classified Employees /4
1. General Fund FTE Certificated Employees /4
B. STAFF COUNTS (calculate to three decimal places)
18. TOTAL K-12
17. ALE Enrollment
16. Dropout Reengagement Enrollment
15. Running Start
14. SUBTOTAL
13. Grade 12 (excluding Running Start)
12. Grade 11 (excluding Running Start)
11. Grade 10
10. Grade 9
9. Grade 8
8. Grade 7
7. Grade 6
6. Grade 5
5. Grade 4
4. Grade 3
3. Grade 2
2. Grade 1
1. Kindergarten /2
A. FTE ENROLLMENT COUNTS (calculate to two decimal places)
Average 1/
XXXXXXXXXX
FY ENROLLMENT AND STAFF COUNTS
4/ The staff counts for the prior year are the actual counts reported on Form S-275 and the cu
ent fiscal year are budgeted counts reported on
Form F-195.
5/ Beginning in XXXXXXXXXXkindergarten is considered full day and basic education. Beginning with XXXXXXXXXX, kindergarten enrollment counts should
include any additional FTE attributable to the state funded full day kindergarten allocation based on total kindergarten enrollment, as reflected
in the F-203.
3/ Enrollment should include special ed., part-time private, home-based, and summer students eligible for BEA funding, as reflected in the F-203.
1/ Enrollment are the average counts at school year?s end as reported in the P-223 system. These counts do not include Ancillary and Non-Standard
(summer) data.
2/ Enrollment and staff counts are entered in the budget for the school year. These counts remain constant and are not subject to change with
subsequent updates to the P-233 and S-275 system, respectively.
Port Townsend School District No.050
SUMMARY OF GENERAL FUND BUDGET
Run: 7/10/2018 12:52:31 PMFY XXXXXXXXXX
GF2Form F-195 Page 1 of 3
000
000
00
000
148,00036,70629,345
000
000
-160,970-107,991162,604
000
000
18,004,82616,417,83215,056,597
4,296,9673,608,1593,490,307
14,70815,18322,625
830,4391,395,846293,292
1,265,018915,735954,864
000
550,346400,010354,437
2,965,0632,718,1262,593,015
000
8,082,2857,364,7737,348,057
17,843,85616,309,84115,219,201
58,350125,000115,103
1,5002,2504,000
25,00000
1,201,2851,280,9131,221,702
0035,298
3,098,4762,563,9132,121,144
9,717,8458,069,4847,762,548
467,000600,550431,488
3,274,4003,667,7313,527,918
G.L.835 Restricted for A
itrage Rebate
G.L.830 Restricted for Debt Service
G.L.828 Restricted for Ca
yover of Food Service Revenue
G.L.825 Restricted for Skill Cente
G.L.821 Restricted for Ca
yover of Restricted Revenues
G.L.815 Restricted for Unequalized Deductible Revenue
G.L.810 Restricted for Other Items
BEGINNING FUND BALANCE
E. EXCESS OF REVENUES/OTHER FINANCING SOURCES OVER (UNDER)
EXPENDITURES AND OTHER FINANCING USES (A-B-C-D)
D. OTHER FINANCING USES (G.L XXXXXXXXXX
C. OTHER FINANCING USES--TRANSFERS OUT (G.L XXXXXXXXXX
B. TOTAL EXPENDITURES
90 | Support Services
80 | Community Services
70 | Other Instructional Programs
50 and 60 | Compensatory Education Instruction
40 | Skill Center Instruction
30 | Vocational Education Instruction
20 | Special Education Instruction
10 | Federal Stimulus
00 | Regular Instruction
EXPENDITURES
A. TOTAL REVENUES AND OTHER FINANCING SOURCES
9000 | Other Financing Sources
8000 | Revenues from Other Entities
7000 | Revenues from Other School Districts
6000 | Federal, Special Purpose
5000 | Federal, General Purpose
4000 | State, Special Purpose
3000 | State, General Purpose
2000 | Local Nontax Support
1000 | Local Taxes
REVENUES AND OTHER FINANCING SOURCES
Port Townsend School District No.050
SUMMARY OF GENERAL FUND BUDGET
Run: 7/10/2018 12:52:31 PMFY XXXXXXXXXXContinued
GF2Form F-195 Page 2 of 3
1,039,030667,009913,035
821,000300,000589,892
-28,263263,803222,652
46,79315,00037,134
000
50,00050,00050,000
000
000
000
000
1,5001,5001,360
000
000
000
000
148,00036,70611,997
000
000
XXXXXXXXXXXXXXX
1,200,000775,000750,431
821,000300,000
132,707371,794116,874
46,79315,00012,960
000
50,00050,00050,000
000
000
000
000
1,5001,5001,360
H. TOTAL ENDING FUND BALANCE (E+F, +OR-G) 3
G.L.891 Unassigned to Minimum Fund Balance Policy
G.L.890 Unassigned Fund Balance
G.L.888 Assigned to Other Purposes
G.L.884 Assigned to Other Capital Projects
G.L.875 Assigned to Contingencies
G.L.872 Committed to Economic Stabilization
G.L.870 Committed to Other Purposes
G.L.850 Restricted for Uninsured Risks
G.L.845 Restricted for Self-Insurance
G.L.840 Nonspendable Fund Balance-Inventory & Prepaid Items
G.L.835 Restricted for A
itrage Rebate
G.L.830 Restricted for Debt Service
G.L.828 Restricted for Ca
yover of Food Service Revenue
G.L.825 Restricted for Skill Cente
G.L.821 Restricted for Ca
yover of Restricted Revenues
G.L.815 Restricted for Unequalized Deductible Revenue
G.L.810